Group 1 - Key Point 1: As of October 30, 2025, a total of 42 institutional investors disclosed holdings in Kailaiying A-shares, with a total holding of 174 million shares, accounting for 48.14% of Kailaiying's total share capital [1] - Key Point 2: The top ten institutional investors collectively hold 46.97% of Kailaiying's shares, with a decrease of 1.46 percentage points compared to the previous quarter [1] Group 2 - Key Point 1: In the current period, 10 public funds increased their holdings, with a total increase ratio of 0.15%, including major funds like Morgan Stanley Health Industry Mixed A and Southern Medical Health Flexible Allocation Mixed A [2] - Key Point 2: 14 public funds decreased their holdings, with a total decrease ratio of 0.56%, including funds such as Huabao CSI Medical ETF and Southern CSI 500 ETF [2] - Key Point 3: 12 new public funds were disclosed in the current period, including Guangfa Shengjin Mixed A and Huatai-PB Medical Health A [2] - Key Point 4: 493 public funds were not disclosed in the current period, including funds like Fortune Tianhui Growth Mixed (LOF) A/B and Southern CSI 500 ETF [2] Group 3 - Key Point 1: One foreign fund increased its holdings, specifically Hong Kong Central Clearing Limited, with an increase ratio of 0.17% [3] - Key Point 2: One new foreign institution was disclosed, namely ASYMCHEM LABORATORIES, INCORPORATED [3] - Key Point 3: ASYMCHEM LABORATORIES, INCORPORATED was not disclosed in the previous quarter [3]

Group 1 - The core point of the news is that Kailaiying's stock price dropped by 5.2% to 97.20 CNY per share, with a trading volume of 260 million CNY and a turnover rate of 0.84%, resulting in a total market capitalization of 35.05 billion CNY [1] - Kailaiying Pharmaceutical Group (Tianjin) Co., Ltd. is located in Tianjin Economic and Technological Development Zone and was established on October 7, 1998, with its listing date on November 18, 2016 [1] - The company's main business involves providing CMO pharmaceutical outsourcing services, with revenue composition being 76.19% from small molecule CDMO solutions, 23.71% from emerging services, and 0.10% from other sources [1] Group 2 - From the perspective of fund holdings, Guotou Ruijin Fund has one fund heavily invested in Kailaiying, specifically the Guotou Ruijin Healthcare Mixed A Fund (000523), which held 40,700 shares in the third quarter, accounting for 3.21% of the fund's net value, ranking as the seventh largest holding [2] - The Guotou Ruijin Healthcare Mixed A Fund (000523) was established on February 25, 2014, with a latest scale of 129 million CNY, and has achieved a year-to-date return of 33.75%, ranking 2696 out of 8154 in its category [2] - The fund manager, Liu Zexu, has been in position for 2 years and 51 days, with a total asset scale of 243 million CNY, achieving a best return of 29.7% and a worst return of 19.71% during his tenure [2]

Core Insights - Norges Bank increased its stake in Kairong (06821.HK) by purchasing 132,200 shares at an average price of HKD 89.7083 per share, totaling approximately HKD 11.8594 million [1] - Following this transaction, Norges Bank's total shareholding in Kairong rose to 3.3734 million shares, increasing its ownership percentage from 11.75% to 12.24% [1] Summary by Categories - **Transaction Details** - Norges Bank acquired 132,200 shares at an average price of HKD 89.7083 per share [1] - The total investment amounted to approximately HKD 11.8594 million [1] - **Shareholding Changes** - Post-transaction, Norges Bank's total shares held in Kairong reached 3.3734 million [1] - The ownership percentage increased from 11.75% to 12.24% [1]

智通财经APP讯，凯莱英(002821.SZ)发布2025年三季度报告，该公司前三季度营业收入为46.3亿元，同 比增长11.82%。归属于上市公司股东的净利润为8亿元，同比增长12.66%。归属于上市公司股东的扣除 非经常性损益的净利润为7.28亿元，同比增长9.74%。基本每股收益为2.18元。 ...

Core Viewpoint - The company reported a revenue of 4.63 billion RMB for the first three quarters of 2025, reflecting a year-on-year increase of 11.82%, and a net profit attributable to shareholders of 800 million RMB, up 12.66% [1] Revenue Breakdown - The revenue from small molecule business remained stable, while emerging business revenue grew by 71.87% year-on-year, and revenue from large molecule chemistry increased by over 150% [1] - Revenue from large pharmaceutical companies was 2.053 billion RMB, a year-on-year increase of 1.98%, while revenue from small and medium-sized pharmaceutical companies reached 2.577 billion RMB, up 21.14% [1] Future Outlook - The company anticipates that the delivery scale in the fourth quarter will significantly exceed that of the third quarter, projecting an overall revenue growth of 13%-15% for the year [1]

Group 1 - Norges Bank increased its stake in Kelaiying (002821)(06821) by 132,200 shares at a price of HKD 89.7083 per share, totaling approximately HKD 11.8594 million [1] - After the increase, Norges Bank's total shareholding in Kelaiying reached 3.3734 million shares, representing a 12.24% ownership stake [1]

Core Insights - Norges Bank increased its stake in Kairong (06821) by acquiring 132,200 shares at a price of HKD 89.7083 per share, totaling approximately HKD 11.8594 million [1] - Following this acquisition, Norges Bank's total shareholding in Kairong reached 3.3734 million shares, representing a 12.24% ownership stake [1] Company Summary - Norges Bank's recent purchase indicates a strategic move to enhance its investment in Kairong, reflecting confidence in the company's future performance [1] - The increase in shareholding percentage to 12.24% suggests a significant commitment to Kairong, potentially influencing market perception and investor sentiment [1]

格隆汇10月30日丨凯莱英(06821.HK)公布2025年第三季度报告。营收约为人民币14.42亿元，同比下降 0.09%。净利润约为1.83亿元，同比下降13.46%。基本每股收益为0.5元。 前三季度营收约为46.3亿元，同比上升11.82%。净利润约为8亿元，同比上升12.66%。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Asymchem Laboratories (Tianjin) Co., Ltd. 凱萊英醫藥集團（天津）股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：6821） 海外監管公告 本海外監管公告乃由本公司根據香港聯合交易所有限公司證券上市規則第13.10B條作出。 茲載列本公司在深圳證券交易所網站刊登的以下資料中文全文，僅供參閱。 承董事會命 凱萊英醫藥集團（天津）股份有限公司 Hao Hong博士 董事長、執行董事兼首席執行官 中國天津，二零二五年十月三十日 於本公告日期，本公司董事會由董事長兼執行董事 Hao Hong 博士，執行董事楊蕊女士 、張達先生及洪亮先生，非執行董事 Ye Song 博士及張婷女士，以及獨立非執行董事孫 雪嬌博士、侯欣一博士及謝維愷先生組成。 凯莱英医药集团（天津）股份有限公司 2025 年第三季度报告 证券代码：002821 证券简称：凯莱英 公告编 ...

Financial Performance - For the third quarter of 2025, the company reported operating revenue of RMB 1,441,570,606.55, a decrease of 0.09% year-on-year, while total revenue for the first three quarters reached RMB 4,629,877,130.98, an increase of 11.82%[8] - The net profit attributable to shareholders for the third quarter was RMB 182,774,963.85, down 13.46% year-on-year, and for the first three quarters, it was RMB 800,245,215.12, up 12.66%[8] - Total operating revenue for the first nine months of 2025 reached RMB 4,629,877,130.98, an increase of 11.85% compared to RMB 4,140,288,577.71 in the same period of 2024[27] - Operating profit for the same period was RMB 914,440,800.53, up from RMB 761,464,727.45, reflecting a growth of 20.06%[27] - Net profit for the first nine months of 2025 was RMB 792,478,500.98, compared to RMB 700,179,181.17 in 2024, marking an increase of 13.14%[28] - The company reported a net profit of RMB 792,478,000 for the first nine months of 2025, a 13.2% increase from RMB 700,180,000 in 2024[34] Margins and Earnings - The company achieved a gross margin of 42.44% for the first three quarters, with emerging business gross margin increasing by 10.57 percentage points to 30.55%[12] - Basic and diluted earnings per share for the third quarter were both RMB 0.50, down 18.03% year-on-year[8] - Basic and diluted earnings per share for the period were both RMB 2.18, compared to RMB 2.01 in the previous year, an increase of 8.49%[28] - The adjusted net profit attributable to shareholders for the first nine months of 2025 was RMB 896,700 thousand, up from RMB 711,863 thousand in 2024, reflecting a significant increase of approximately 25.9%[43] - The adjusted net profit margin for the first nine months of 2025 improved to 19.37%, compared to 17.40% in 2024[43] Assets and Liabilities - Total assets at the end of the reporting period were RMB 19,807,175,843.91, reflecting a 2.69% increase from the previous year[11] - The total assets as of the end of the reporting period amounted to RMB 19,807,175,843.91, up from RMB 19,288,557,691.02 at the beginning of the year, representing a growth of 2.68%[25] - Total liabilities increased slightly to RMB 2,447,134,516.90 from RMB 2,425,984,466.06, indicating a rise of 0.87%[25] - Cash and cash equivalents at the end of the period were RMB 6,661,659,993.80, up from RMB 5,789,408,498.03, reflecting an increase of 15.06%[24] - Total assets less current liabilities amounted to RMB 18,022,721,000, up from RMB 17,579,211,000 in 2024[39] - Non-current assets increased to RMB 8,437,663,000 from RMB 8,238,381,000 in the previous year[38] Cash Flow - Cash paid for operating activities increased by 31.24% to ¥434,678,511.89, mainly due to increased operating-related expenditures[17] - Operating cash flow for the period (January to September 2025) was RMB 1,144,158,624.68, an increase of 8.67% compared to RMB 1,052,859,875.02 in the same period of 2024[31] - The net cash flow from operating activities for the first nine months of 2025 was RMB 1,144,159 thousand, compared to RMB 1,052,860 thousand in 2024, an increase of about 8.7%[41] - Cash received from investment income rose by 93.94% to ¥121,103,847.08, primarily due to increased interest income from time deposits[17] - The net cash flow from investing activities for the first nine months of 2025 was a negative RMB 113,430 thousand, a significant improvement from a negative RMB 1,091,121 thousand in 2024[42] - The financing activities net cash flow for the first nine months of 2025 was a negative RMB 320,807 thousand, an improvement from a negative RMB 1,902,985 thousand in 2024[42] Inventory and Prepayments - Inventory rose by 25.41% to ¥1,496,620,683.15, mainly influenced by order delivery cycles[17] - Prepayments increased by 34.61% to ¥120,018,450.64, primarily due to an increase in advance payments for raw materials[17] - Inventory levels rose to RMB 1,496,620,683.15 from RMB 1,193,346,492.84, a significant increase of 25.49%[24] Expenses - Research and development expenses for the first nine months of 2025 were RMB 433,071,405.31, down from RMB 484,138,518.89, a decrease of 10.55%[27] - Tax expenses decreased by 51.39% to ¥35,192,437.51, primarily due to a reduction in value-added tax surcharges[17] - Financial expenses decreased by 48.22% to ¥(89,760,104.64), mainly due to a decrease in exchange gains from currency fluctuations[17] - Income tax expenses increased by 99.19% to ¥117,470,631.06, primarily due to an increase in taxable income[17] - The depreciation of property, plant, and equipment increased to RMB 354,209 thousand in 2025 from RMB 319,924 thousand in 2024, reflecting a rise of approximately 10.7%[41] - The company reported a loss from impairment of trade receivables and contract assets of RMB 35,824 thousand in 2025, compared to RMB 9,927 thousand in 2024, indicating a significant increase in impairment losses[41] Future Outlook - The company expects a significant increase in order deliveries in the fourth quarter, projecting an overall revenue growth of 13%-15% for the year[12] - The weighted average return on equity was 1.06%, a decrease of 0.21 percentage points compared to the previous year[8] - Trading financial assets decreased by 41.62% to ¥898,915,731.68 due to a reduction in bank financial products[17]